Financial Planner
Prudential Financial
Overview Regional Director at Prudential Advisors Prudential Advisors is looking for experienced financial professionals in the Somerset County New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service an existing book of business upon hire The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs The ability to create client solutions with NO proprietary products sales requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits and support of traditional employment 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan. Requirements Series 7 and 66 (or 6 and 63/65) required Insurance license required Three or more years of investment sales experience (IF you are an RIA, please reach out to me directly via LinkedIn or email) If you are interested to learn more please email me at View email address on click.appcast.io or if you know someone feel free to forward my message to them. Thank you #J-18808-Ljbffr Prudential Financial
- ...helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. The Financial Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial...SuggestedWork at office
- ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We... ...people! About the role We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors. This...SuggestedWork at officeRelocationMonday to FridayFlexible hours
$90k - $100k
...We are seeking an ambitious, business‑minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning...Suggested$130k - $150k
...work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. Spanish language proficiency is highly desirable. Key...SuggestedWork at officeLocal area$75k - $90k
...hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday. Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial...SuggestedTemporary workSeasonal workWork at officeFlexible hours3 days per week- ...and high-net-worth individuals. We help clients navigate complex financial situations, including succession planning for family-owned... ...Opportunity We are seeking a motivated and client-focused Financial Planner to join our growing team. This is an excellent opportunity for...
$65k - $85k
We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate... ..., and tax regulations is desired Success as a financial planner, personal financial advisor, financial analyst, or financial consultant...- Prudential Advisors is looking for experienced financial professionals in the Union Hunterdon County, New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people...Full time
$110k - $130k
...As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for...Temporary workRemote workFlexible hoursNight shift$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working today- ...A financial services firm is seeking hard-working individuals for entry-level financial professional positions. No prior experience is required, as the company provides a comprehensive training program. The role involves assisting clients in defining their financial goals...Full timePart timeFlexible hours
$19 - $23 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$18 - $20 per hour
...0 years of experience, we’ve grown to become one of the largest community banks in Indiana and Illinois, offering a full range of financial services—from personal and business banking to agricultural lending and mortgage solutions. Our mission is simple: deliver personalized...Work at officeLocal areaNight shift- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
- ...and gain knowledge from the customer; analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, certificate of deposit, IRAs), discuss and sell loan...Work at office
- ...respectfully and cooperatively with all IFB Team members Self-directed: must be able to fulfill responsibilities of the position with minimal supervision Requirements Qualifications At least one year of previous financial experience is highly desired. #J-18808-Ljbffr...
- ...A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business...Remote work
$165k - $225k
...It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric...Hourly payFull timeContract workLocal areaShift work- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
$40k - $50k
YOUR QUALIFICATIONS High school diploma or equivalent is required. 2-3 years experience in a direct customer service capacity, with 1-year prior cash handling, preferably in a retail banking environment, teller related experience preferred. Prior experience in ...- A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop...Part timeFlexible hours
- A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics...Remote jobPart time
$116k
A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent...$40k - $50k
...assistance, incentive compensation program, professional development opportunities, and more. ABOUT YOUR ROLE Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and...Work at officeFlexible hoursNight shift- ...A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic financial center. Responsibilities include processing cash transactions, building relationships with clients to meet their financial...
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross‑selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
$25 - $27.88 per hour
...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Hourly payWork at officeWeekend work- ...committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...Night shift
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